The Foundation for Financial Planning has elected four new trustees to its board: Marjorie Fox, chief executive officer of FJY Financial; Kacy Gott, director of wealth management at Aspiriant; Dan Moisand, principal and financial advisor at Moisand Fitzgerald Tamayo; and Dale Van Scoyk, a consultant.
The newly elected trustees will help the foundation expand its mission of providing pro bono advice by connecting the financial planning community with people in need.
Fox is a partner and co-founder of FJY, a fee-only financial planning and investment management firm serving the Washington, D.C., area. She served on the Napfa National Board of Directors from 2004-2007, and she is a former chair of the Napfa Northeast/Mid-Atlantic region board.
Gott is one of the principals at Aspirant. He is a recipient of the Financial Planning Association’s “Heart of Financial Planning” award, and is a chair of the CFP Board’s Council on Education. Gott is also an adjunct professor at Golden Gate University.
Moisand is a past president of the Financial Planning Association. In 2013, he was named by Investment News as one of 15 who "transformed the business of financial advice.” He is also a columnist for JFP and Financial Advisor magazine.
Van Scoyk is a business and marketing professional. He has served as a sales and marketing consultant with firms such as Sudden Money Institute, Finra, Wealth Advisor Publishing, IPS AdvisorPro and FBR Asset Management.
In addition, the Foundation Board of Trustees elected three board officers. Elissa Buie was elected to serve a second term as chair of the board of trustees, Bernie Clark was elected chair-elect, and Jim Stueve was elected to serve as treasurer.
Buie is chief executive officer of Yeske Buie with offices in Vienna, Va., and San Francisco, Calif. Clark is the executive vice president and head of Schwab Advisor Services. Stueve is president of RidgeWorth Investments.
“As we advance the work of pro bono financial planning, I am continuously amazed at the depth of commitment that we receive from the Foundation’s Board of Trustees. We are extremely fortunate that industry leaders are committed to providing pro bono advice to those who generally would not have access, such as military members and veterans, victims of disasters, low- to moderate-income families and so many others,” said Jim Peniston, executive director of the Foundation for Financial Planning. “It matters and it allows people to make better financial decisions.”